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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,577 | $152,612-18.4% | $125,192-0.5% | $152,897-18.5% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 5.28% | 54.85%-49.6pp | 43.79%-38.5pp | 345.43%-340.2pp |
| Employer contribution / active EE | $15,339 | $4,947+210.1% | $3,866+296.8% | $4,764+222.0% |
| Participant deferral / active EE | $0 | $5,868-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $10,476 | $13,437-22.0% | $9,704+8.0% | $11,599-9.7% |